See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,481 | $109,881-69.5% | $150,045-77.7% | $84,808-60.5% |
| Participation rate | 24.5% | 76.1%-51.6pp | 82.3%-57.8pp | 68.3%-43.8pp |
| Annual return | 20.95% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,823 | $3,561-48.8% | $4,693-61.2% | $2,631-30.7% |
| Participant deferral / active EE | $3,630 | $6,636-45.3% | $7,997-54.6% | $4,212-13.8% |
| Admin fee / account holder | $5,348 | $8,568-37.6% | $13,435-60.2% | $7,344-27.2% |